This looks like a 2-yr contract expiration. Business has been very good at Scottsdale. Still, I talked with him a few weeks ago at the NA Infor Partner conference and there didn't seem to be any short-termism in his answers to my questions. Infor has a substantial direct force, but has spent 3 years seriously building a partner channel. Lorcan is a big partner advocate; I suspect that this has some part in this decision. although he could be simply exhausted, too.